ANDREW

As a Financial Advisor, Financial Services Executive, and Investment Advisor Representative, I am dedicated to helping individuals, families and small businesses build, grow, and protect their wealth, lifestyle, and financial futures, never forgetting what's important to them. Using a comprehensive approach, I help my clients to define their specific financial goals and investment objectives. Working together, we will formulate a long-term plan to meet these goals... Born and raised in Montclair, New Jersey, Andrew has an extensive background in finance, capital markets and investment management. Andrew graduated summa cum laude from Drew University with a BA in economics. Andrew also has a MBA in Finance from Columbia University Business School and holds the RICP designation (Retirement Income Certified Professional®). Today, Andrew teaches financial education at many major US companies.

Primary location: Montclair United States